Retain customers and maintain strict compliance

With anywhere, anytime access to information and business process automation tools, OnBase streamlines processes to benefit customers and investment managers alike. Through secure, paperless and automatic routing, OnBase speeds application processing, increasing efficiency and profitability for investment and trust managers while providing responsive service to customers.

OnBase integrates with portfolio management software so users access the documents and data stored in OnBase without having to leave their core application’s familiar interface. Investment managers quickly and thoroughly address customer inquiries and requests instantly by pulling up all related information with the click of a mouse.

OnBase is a single enterprise information platform for managing content, processes and cases. OnBase has transformed thousands of organizations worldwide by empowering them to become more agile, efficient and effective.